SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.56M
3
+$1.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.28M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.14M

Top Sells

1
+$4.26M
2
+$3.48M
3
+$1.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.29M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$845K

Sector Composition

1 Technology 15.22%
2 Healthcare 10.54%
3 Financials 9.1%
4 Consumer Discretionary 7.44%
5 Communication Services 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.23M 0.24%
15,185
-2,841
102
$3.22M 0.24%
29,387
-115
103
$3.17M 0.24%
24,787
+129
104
$3.17M 0.24%
56,153
-6,108
105
$3.09M 0.23%
120,300
+16,400
106
$3.04M 0.23%
16,565
+837
107
$2.95M 0.22%
17,453
+854
108
$2.94M 0.22%
93,199
-2,680
109
$2.93M 0.22%
39,823
+10,001
110
$2.92M 0.22%
116,195
+10,585
111
$2.89M 0.21%
56,566
+2,329
112
$2.89M 0.21%
35,569
+5,934
113
$2.83M 0.21%
37,556
+10,826
114
$2.64M 0.2%
42,250
+2,120
115
$2.61M 0.19%
18,446
+478
116
$2.6M 0.19%
21,155
-220
117
$2.56M 0.19%
+45,011
118
$2.52M 0.19%
16,066
-72
119
$2.46M 0.18%
24,690
+3,888
120
$2.41M 0.18%
10,201
-274
121
$2.35M 0.17%
12,540
+613
122
$2.35M 0.17%
23,469
-503
123
$2.34M 0.17%
80,995
+18,505
124
$2.33M 0.17%
45,614
+5,333
125
$2.32M 0.17%
25,906
+726
3 4
5
6 7